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Global and China Lithium Battery Industry Report, 2010-2011


一、调研说明

中商情报网全新发布的《Global and China Lithium Battery Industry Report, 2010-2011

》主要依据国家统计局、国家发改委、商务部、中国海关、国务院发展研究中心、行业协会、

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的特征及国内外市场环境进行描述，其次，对本行业的上下游产业链，市场供需状况及竞争格

局等进行了细致的详尽剖析，接着报告中列出数家该行业的重点企业，并分析相关经营财务数

据。最后，对该行业未来的发展前景，投资风险及投资策略给出科学的建议。本报告是行业生

产、贸易、经销等企业在激烈的市场竞争中洞察市场先机，根据市场需求及时调整经营策略，

为战略投资者选择恰当的投资时机和公司领导层做战略规划提供了准确的市场情报信息及科学

的决策依据。

报告名称 Global and China Lithium Battery Industry Report,

2010-2011

出版日期 Sep/2011

报告格式 PDF电子版或纸介版

交付方式 Email发送或EMS快递

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【Abstract】：

In 2010, the global shipments of lithium batteries registered some 3.902 billion units, up 27.4% compa


red with that in 2010. The figure is estimated to reach approximately 4.448 billion units in 2011, up 14

% over 2010.

In 2010, Panasonic restructured Sanyo's battery business and merged it with Panasonic’s battery busin

ess into Panasonic Energy Device Corporation. In FY 2011, the company achieved revenue of JPY 76

0 billion (about USD 8.66 billion), with operating margin of 1.6%. The revenue from lithium battery r

eached JPY 298 billion, ranking first in the world.

After years of rapid growth, China’s lithium battery enterprises are showing signs of sluggishness. Th

e leading enterprise BYD slid both in its revenue and sales volume, with automobiles and mobile phon

es occupying more resources of BYD, while the growth rate of Lishen and BAK slows down compare

d with that before 2010. Lithium battery enterprises fail to attract more capital as well as talents due to

low ROI. Moreover, the implementation of tight monetary policy for a long period undermines the co

mpetitiveness of enterprises.

On the contrary, Korean enterprises continue to advance triumphantly, especially Samsung SDI which

dominates the mobile phone field. In terms of shipments, Samsung SDI ranks first and continues to gr

ow rapidly in 2011, and its shipment is estimated to grow 34%. LG Chem also keeps sound developm

ent trend. On the one hand, LG Chem breaks out of the encirclement of Japanese manufacturers and e

nters the battery supply chain for HP laptops; on the other hand, LG Chem has obtained recognition fr

om GM, FORD, BMW, BENZ, and VOLVO in lithium batteries for automotive application.

Mobile phones and laptops still provide the big market for lithium battery, while lithium battery for ve

hicles witnesses slow growth. EV and HEV/PHEV manufacturers are mainly dependent on governme

nt subsidies for their low price-

performance ratio. But the American and European economies intend to reduce expenditure, so the go

vernment subsidy is likely to be canceled or reduced. In the next three to five years, it is impossible to

bring down the price of EV and HEV, so the market will still be sluggish.

In the field of anode materials, Nichia and UMICORE scramble for supremacy, together making up ov

er 50% of the market share. As for Chinese enterprises, compared with that in 2010, they experienced

slight rise in shipment but sharp slide in profit. The most representative example is Easpring whose m

ain business declined 14.2% YoY and operating income fell 88.2% YoY in H1 2011.

LiFePO4, the hottest topic in H1 2010, almost vanishes in a flash. The LiFePO4 enterprises or instituti

ons once spatting with each other have made peace. The patent holders, namely CNRS, Universite de

Montreal, Hydro-


Quebec, LFP Technology, Dr. John Goodenough, Dr. Michel Armand, and Phostech Lithium have rea

ched an agreement on the establishment of Swiss Muttenz LiFePO4+C Licensing AG to promote LiFe

PO4 technology.

The LiFePO4 cannot be found in any mass-

production automobile models. LiFePO4 fails to solve the problems of consistency, service lifetime as

well as safety, while LiNiO2 or NMC/NAC will enjoy bright market prospects in the future. A123 Sy

stem, a leading manufacturer of LiFePO4, continues to suffer losses, and the loss rate is still on the ris

e. In H1 2011, the company made a loss of USD 33 million, with the loss rate being as six times as tha

t in H1 2010.

In the cathode field, Hitachi Chemical and Nippon Carbon account for more than 50% of the market s

hare. In the area of separator, ASAHI KASEI, CELGARD, TONEN are the three biggest magnates, to

gether making up 77% of the market share. In the electrolyte field, Cheil Industries under Samsung co

ntinues to stand first, followed by UBE.

【Table of Contents】

1 Overview of Lithium Battery Industry

1.1Global Market Size

1.2 Geographical Pattern

1.3 China’s Export of Li-ion Battery

1.4 Global Ranking

1.5 Industry Chain

1.5.1 Cost Structure

1.5.2 Industry Chain

1.5.3 Lithium Carbonate

2 Lithium Battery Market


2.1 Mobile Phone

2.2 Smart Phone

2.3 Market Share of Mobile Phone Battery

2.4 Laptop

2.5 Automobile Application

2.5.1 Positive Electrode Material of Lithium Battery for Automobile

2.5.2 EV and HEV

2.5.3 Power Lithium Battery for Automobile

2.5.4 Supply Relationship between Lithium Battery Manufacturers and

Automakers

2.5.5 Chinese Policies Concerning New Energy Automobile

3 Positive Electrode of Lithium Battery

3.1 Introduction

3.2 LiFePO4 Is Not the Mainstream Positive Material of Lithium

Battery for Automobile

3.3 Market Trends

3.4 Global Industry Structure

3.5 Industry Structure in China


3.6 Manufacturers

3.6.1 Umicore

3.6.2 SHANSHAN

3.6.3 Easpring

3.6.4 Hunan Reshine New Material

3.6.5 Ningbo Jinhe New Material

3.6.6 Citic Guoan Mengguli (CITIC GUOAN MGL) New Energy Technology

3.6.7 Tianjin B&M Science and Technology

3.6.8 Pulead Technology Industry

3.6.9 ShenZhen TianJiao Technology Development

3.6.10 Nichia

3.6.11 L&F

3.6.12 TODA KOGYO

3.6.12 Tanaka-chem

3.6.13 Tianjin STL Energy Technology

3.6.14 Yunnan Huilong

3.6.15 Phostech Lithium


4 Negative Electrode of Lithium Battery

4.1 Introduction



4.4 Manufacturers

4.4.1 Shenzhen BTR Electronic Material

4.4.2 Morgan Hairong New Material

4.4.3 Hitachi Chemical

5 Lithium Battery Separator

5.1 Introduction

5.2 Separator Material Market


5.4 Manufacturers

5.4.1 Asahi Kasei

5.4.2 TONEN

5.4.3 Celgard

5.4.4 Shenzhen Senior Technology Material

5.4.5 Foshan Jinhui Hi-Tech


5.4.6 Xinxiang Green New Energy

5.4.7 ENTEK

5.4.8 SK Energy

6Lithium Battery Electrolyte

6.1 Introduction

6.2 LiPF6

6.3 Industry Structure


6.5 Manufacturers

6.5.1 CAPCHEM

6.5.2 Zhangjiagang Guotaihuarong Chemical

6.5.3 Cheil Industries

6.5.4 UBE

6.5.5 Mitsubishi Chemical

7 Power Lithium Battery Manufacturers

7.1 Ener1

7.2 SB LiMotive

7.3 PEV


7.4 Lithium Energy Japan

7.5 Blue Energy

7.6 CPI

7.7 Saft

7.8 Hitachi Vehicle Energy

7.9 A123

7.10 ASEC

8 Traditional Lithium Battery Manufacturers

8.1 BAK

8.2 BYD

8.3 SUCD

8.4 Tianjin Lishen

8.5 Sanyo

8.6 Panasonic

8.7 ATL

8.8 Sony

8.9 Samsung SDI


8.9.1 Tianjin Samsung SDI

8.10 LG Chemical

8.11 Simplo

8.12 Dynapack

【Figures & Tables】

Global Shipment of Lithium Battery, 2005-2011

Global Lithium Battery Market Size, 2005-2011

Global Lithium Battery Industry by Region (by Value), 2005-2011

Shipment of Major Lithium Battery Manufacturers Worldwide, 2005-2011

Lithium Battery Industry Chain

Supply of Lithium Ore by Region, Worldwide

Global Presence of Lithium Ore Manufacturers

Global Shipment of Mobile Phones, 2007-2014

Quarterly Global Shipment of Mobile Phones and Annual Growth Margin,

Q1 2008-Q1 2011

Quarterly Shipment of CDMA and WCDMA Mobile Phones, 2007-2011

Market Shares of Main Smart Phone Manufacturers Worldwide, Q1 2011


Market Shares of Smart Phone OS, 2009-2012

Smart Phone Shipment of World’s Major Mobile Phone Manufacturers

Market Shares of Major Mobile Phone Battery Manufacturers, 2010

Market Shares of Major Mobile Phone Battery Manufacturers, 2011

Sales Volume of Desktop PCs and Servers Worldwide, Q1 2010-Q4 2011

Sales Volume of Laptops and Tablet Computers Worldwide, Q1 2010-Q4

2011

Global Output of Electric Vehicles and Hybrid Electric Vehicles,

2010-2020

Global Output of Lithium Battery for EV and HEV, 2010-2020

Global Demand of Lithium Battery (by Type) for EV and HEV

EV and HEV Output in China, 2009-2020

Global Shipment of Positive Electrode Materials for Lithium Battery,

2005-2010

Global Shipment of Positive Electrode Materials for Lithium Battery

(by Technology), 2009-2014

Global Shipment of Positive Electrode Materials for Non-Power


Lithium Battery (by Technology), 2009-2014

Global Shipment of Positive Electrode Materials for Power Lithium

Battery (by Technology), 2009-2014

Market Shares of Major Manufacturers of Positive Electrode Material

for Lithium Battery, 2010

Market Shares of Major Manufacturers of Positive Electrode Material

for Lithium Battery, 2011

Global Shipment of Positive Electrode Materials for Lithium Battery

(by Type), 2011

Supply Relationship between LiCoO2 Manufacturers and Battery

Manufacturers

Organization Structure of Umicore

Umicore’s Revenue and EBIT Ratio

Umicore’s Energy Material Revenue and EBIT

Umicore’s Battery Material Bases

Organization Structure of Umicore in Greater China

Presence of Umicore in China


Revenue by Product of Umicore in Greater China

Revenue and Gross Margin of Shanshan, 2007-2012

Revenue by Product of Shanshan, 2007-2012

Sales Volume by Product of Shanshan, 2007-2012

Organization of Easpring

Customers of Easpring, 2007-2009

Cost Structure of Easpring, 2009

Revenue and Gross Margin of Easpring, 2007-2012

Revenue and Operating Margin of Nichia’s Lithium Battery Materials

Division, 2007-2011

Revenue and Operating Income of L&F, 2006-2011

L&F’s Revenue and Proportion of Battery Material Revenue, 2006-2011

Revenue and Operating Income of TODA KOGYO, FY2006-FY2012

Global Presence of Battery Material Production Bases of TODA KOGYO

Revenue and Operating Income of Tanaka-chem, FY2006-FY2011

Product Shipment of Tanaka-chem, FY2009-FY2011

Revenue of Tanaka-chem by Application, FY2009-FY2011


Customers of Phostech Lithium

Global Shipment of Negative Electrode Material for Lithium Battery

by Type, 2011

Supply Relationship between Lithium Battery Negative Electrode

Manufacturers and Battery Manufacturers

Market Shares of Key Negative Electrode Material Manufacturers, 2010

Market Shares of Key Negative Electrode Material Manufacturers, 2011

Revenue and Operating Margin of Hitachi Chemical, FY2004-FY2011

Revenue of Hitachi Chemical by Sector, FY2004-FY2010

Global Output Value of Lithium Battery Separator, 2009-2013

Global Demand for Lithium Battery Separator, 2009-2013

Market Shares of Major Lithium Battery Separator Material

Manufacturers, 2010

Market Shares of Major Lithium Battery Separator Material

Manufacturers, 2011

Main Customers of Major Lithium Battery Separator Material

Manufacturers, 2010


Revenue and Operating Income of Asahi Kasei, FY2005-FY2011

Revenue of Asahi Kasei by Product, FY2009-FY2011

Operating Income of Asahi Kasei by Product, FY2009-FY2011

Organization Structure of Electronic Material Divisions of Asahi

Kasei

Revenue and Operating Margin of Polypore, 2005-2011

Revenue of Polypore by Product, 2005-2010

Capacity and Growth Rate of Lithium Hexafluorophosphate(LiPF6) of

Morita

Market Shares of Main Lithium Battery Electrolyte Manufacturers,

2010

Market Shares of Main Lithium Battery Electrolyte Manufacturers,

2011

Capacity of Main Lithium Battery Electrolyte Manufacturers, 2010

Revenue of Capchem, 2007- H12011

Net Income of Capchem, 2007- H12011

Revenue of Jiangsu Guotai by Business, 2009-2010


Operating Income of Jiangsu Guotai by Business, 2009-2010

Sales and Revenue of Guotaihuarong, 2008-2012

Revenue and Operating Margin of Cheil Industries, 2007-2012

Revenue of CHIEL by Sector, Q2 2009- Q2 2011

Operating Income of CHIEL by Sector, Q2 2009- Q2 2011

Revenue of UBE by Sector, FY2007-FY2010

Operating Income of UBE by Sector, FY2007-FY2010

Revenue and Operating Income of Ener1, 2005-2011

Product Usage Examples of PEVE

Revenue and EBITDA of SAFT, 2004-2011

Revenue of SAFT by Application, 2010

Revenue of SAFT by Technology, 2010

Revenue and Gross Profit of A123 Systems, 2006-2010

Revenue of A123 Systems by Region, 2007-2010

Revenue of A123 Systems by Application, 2007-2010

Global Distribution of A123 Systems Offices

Battery Application Examples of A123


History of BAK Battery

Revenue and Operating Margin of BAK Battery, FY2003-FY2010

Revenue and Gross Margin of BAK Battery, Q2 FY2009- Q3 FY2011

Revenue of BAK Battery by Product, FY2004-FY2010

Revenue of BAK Battery by Region, FY2004-FY2009

Major Customers of BAK Battery

Revenue of BAK Battery by Application, Q3 FY2011

Capacity Utilization of BAK Battery, Jan. 2009- Dec. 2009

Revenue and Operating Margin of BYD, 2004-2011

Revenue of BYD by Product, 2005-2011

Average Sales Price of BYD Batteries, 2006-2010

Shipment of BYD Batteries, 2006-2010

Revenue and Before-tax Profit Margin of Scud, 2003-2009

Revenue of Scud by Product, 2009

Revenue of Scud by Product, 2010

Sales Volume of Scud Batteries, 2005-2010

Revenue and Shipment of Lishen, 2004-2010


Revenue and Operating Margin of Lishen, 2004-2010

Revenue and Operating Margin of Samsung SDI, 2003-2011

Revenue and Operating Margin of Battery Business of Samsung SDI,

2007-2011

Shipment and Average Selling Price of Samsung SDI Batteries,

2005-2011

Revenue and Operating Income of Tianjin Samsung SDI, 2004-2009

Revenue and EBITDA of LG Chem, 2004-2011

Revenue from Battery Business of LG Chem, Q1 2009-Q2 2011

Revenue and Gross Margin of Simplo, 2000-2010

Shipment and Global Market Share & Forecast of Simplo Laptop

Batteries, 1999-2011

Shipment and Average Price & Forecast of Simplo Laptop Batteries,

2001-2009

Revenue of Simplo, May 2009- May 2011

Market Shares of Major Laptop Battery Module Manufacturers

Worldwide, 2010


Revenue and Gross Margin of Dynapack, 2002-2010

Revenue of Dynapack, May 2009- May 2011

Export Volume & Value of China’s Li-ion Batteries, 2007-2011

Export Values of Key Li-ion Battery Manufacturers in China,

2007-2010

Top Ten Importers of China’s Li-ion Battery, 2010

Ranking of Main Lithium Battery Manufacturers Worldwide by Revenue,

2009-2011

Supply Relationship Between Mobile Phone Manufacturers and Battery

Providers

Ranking of Global Positive Electrode Manufacturers by Revenue,

2010-2011

Ranking of Positive Electrode Manufacturers in China by Revenue,

2010-2011

Suppliers of LiFePO4 in China, 2010

Revenue of Tianjin B & M Science and Technology by Product,

2007-2009


Capacity and Output of Tianjin B & M Science and Technology,

2007-2009

Sales Volume of Tianjin B & M Science and Technology, 2007-2009

Top 5 Customers of Tianjin B & M Science and Technology, 2009

Top 5 Suppliers of Tianjin B & M Science and Technology, 2007-2009

Revenue from Positive Electrode Materials of TODA KOGYO,

FY2006-FY2010

Financial Data of Shenzhen BTR Electronic Material, 2008-2011

Product Parameters of Lithium Battery of PEVE

Revenue of BYD Batteries by Product, 2008-2010

Capacity, Output, Sales and ASP of BYD’s Battery Business, 2008-2010

Revenue and Operating Income of Sanyo Energy (Beijing) Co.,

2004-2010

Revenue and Operating Income of Sanyo Energy (Suzhou) Co., 2004-2010

Revenue and Operating Income of Panasonic Energy (Wuxi) Co.,

2004-2010

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